VP, Relationship Manager – Mortgage Warehouse Lending
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Job Description
VP, Relationship Manager developing new business in Warehouse Lending for Customers Bank. Overseeing business relationships and managing client portfolios in the Southeast region.
Responsibilities:
- Develop new business opportunities within the Southeast region for Warehouse Facilities, MSR Term Loans and Deposits offered by Customers Bank.
- Prepare Term Sheets and present opportunities internally and then present to clients.
- Manage existing portfolio of clients to ensure satisfactory performance and utilization.
- Prepare and present credit actions to loan committee in timely manner in conjunction with Credit team.
- Work with Operations team in all aspects of client relationship from new client training to ongoing training and performance.
- Meet departmental goals and targets as it relates to warehouse related loan and deposit balances.
- Relationship Manager will be overseeing business relationships in the Southeast Region of the U.S.
Requirements:
- 10+ years of experience in the Warehouse Lending space
- Bachelor's Degree or equivalent work experience
- Strong knowledge of warehouse lending process and procedures
- Formal credit training required
- Self-starter with excellent time management skills
- Excellent problem-solving skills
- Excellent communication skills -- written, verbal
- Ability to multi-task in a fast-paced environment
- A professional work ethic and attitude
- Technology Skills: Microsoft Outlook Office Suite.
- Familiarity with AI and automation tools that support productivity, workflow efficiency, and client engagement.
Benefits:
- Health insurance
- Professional development opportunities
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